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Transaction preparation services

Financial fluency closes deals faster

Financial transactions – selling a business, buying another business, and raising money – have a language and method of their own. Having an experienced partner help you prepare for and navigate the transaction will demystify the process and maximize your company’s value.
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Raising Capital? Buy-side? Sell-side?

We’re on Your Side.

 

Presenting financial information about your company in a format that a buyer or investor expects - and being prepared in advance for their most likely questions - will help you sail through the due diligence process and earn you the best deal possible. When you’re on the buy-side of a transaction, having the experience to know what to look for and how to evaluate the information will yield the best possible outcome while avoiding costly mistakes.

From opportunity to close, we add value for companies who are: 

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Raising equity or debt capital

Deal

Planning for M&A

Money

Considering a sale

You gain confidence + clarity

while we de-risk the execution

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We prepare and represent you with external transaction stakeholders to:


  • Help you understand the process and jargon
  • Give you an objective viewpoint by analyzing financials and other data on both sides of the transaction
  • Model potential outcomes and plan your best moves
  • Present your financial data in an easy-to-understand format
  • Anticipate and prepare responses to questions that instill confidence in you and your team
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While our experienced team mitigates deal headaches by:


  • Assessing and addressing risks that would reduce market value - before bankers, investors, or buyers trip over them
  • Managing accounting and finance systems during (and potentially after) the transaction
  • Providing you with expert resources so your existing staff is not overwhelmed by the additional demands
  • Planning and facilitating a smooth transition of systems, data, and processes
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Client Story

"SPRCHRGR specializes in clear financial reporting that puts numbers and words together in a way that reflects how we think about and talk about our business. They organized our financial data into an intuitive and concise at-a-glance summary. This was valuable for us in many ways, primarily in the day-to-day visualization of our performance metrics so we could better manage our business. It then proved vital to help us communicate the value to investors and buyers during due diligence.”

Anthony Jenkins
CEO | NTERSOL 

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We partner with you to close deals faster

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Align

Discuss your plans for the company and assess the current state of your financials

We review and document current accounting systems, reporting, and historical data. Then, we propose areas that could improve the transaction process, such as KPI dashboards, financial reporting, business risks, and accounting systems/procedures.
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Assemble the right team
We work with you (and other advisors) from start to finish

We build a team tailored to your goals and timeline. Our experience includes working with bankers to prepare marketing materials, managing due diligence, meeting with investment brokers, responding to inquiries from interested parties, preparing you for meetings, evaluating proposals/term sheets, post-closing schedules, and post-closing accounting, and more. 

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Agile Support
Adjust as needed to changing conditions
We're problem-solvers at heart. We use our experience, cross-functional team, and network to ensure you have what you need. 
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meet our team

"Don't wait until the deal stage to discover crucial gaps in your valuation. We help you build operational efficiency, increase financial transparency, and optimize your systems to scale – so you don't leave money on the table along the way."

Patrick Sergott
Partner & CFO
Supercharge your operations + opportunities
We've served thousands of clients in today's fast-moving global economy. We're a great partner with:
Technology
Technology Companies
AI, Fintech, SaaS, Marketplaces, Mobile, R&D, and more…
Professional
Professional Services Firms 
A&E, Creative, Consulting, Legal, Software, Staffing, and more…
Inventory-Based
Inventory-Based Businesses
D2C, E-Commerce, Wholesale, MedTech, Robotics, and more…
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Multi-entity Enterprises
Family Office, Franchise, Private Equity, Real Estate, and more…
Insights
Startups
Funded and ready to scale? Let’s go!
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Nonprofits
Associations, Community Services, Foundations, and more…
Small
Small to Midsized Businesses
Enhance your team with our accounting, finance, and technology experts
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And more...

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Our M&A experience counts

Speak with a transaction practice leader

Minimize frustration and avoid missed opportunities with our battle-tested team at your side and a clear roadmap tailored to your goals and timeline.

Schedule a call